Aries Wealth Management Incresed Positions in Q2 2025

Aries Wealth Management

  • $372 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
503
+ 1.34%
$329.49 - $438.4 $166K - $221K
38K $16.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.9K
+ 10.69%
$72.96 - $90.39 $1.02M - $1.26M
144K $12.9M
META
Meta Platforms, Inc.

Communication Services
366
+ 3.87%
$484.66 - $738.09 $177K - $270K
9.83K $7.25M
AMZN
Amazon Com Inc

Consumer Cyclical
870
+ 2.08%
$167.32 - $223.3 $146K - $194K
42.7K $9.37M
VB
Vanguard Small Cap ETF

ETFs
2.28K
+ 4.76%
$193.73 - $237.37 $442K - $542K
50.3K $11.9M
VTI
Vanguard Total Stock Market Et

ETFs
3.05K
+ 27.8%
$243.75 - $303.93 $744K - $928K
14K $4.27M
EEM
Ishares Msci Emerging Markets

ETFs
13.2K
+ 10.57%
$38.52 - $48.28 $508K - $637K
138K $6.65M
GOOGL
Alphabet Inc.

Communication Services
340
+ 1.05%
$144.7 - $178.6 $49.2K - $60.7K
32.7K $5.77M
ORCL
Oracle Corp

Technology
175
+ 2.61%
$122.82 - $218.63 $21.5K - $38.3K
6.88K $1.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.71K
+ 16.94%
$82.21 - $83.12 $469K - $474K
39.4K $3.26M
IDXX
Idexx Laboratories Inc

Healthcare
76
+ 2.45%
$361.04 - $536.34 $27.4K - $40.8K
3.17K $1.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
208
+ 6.3%
$416.06 - $551.64 $86.5K - $115K
3.51K $1.94M
UBER
Uber Technologies, Inc

Technology
1.41K
+ 14.36%
$64.62 - $93.3 $91.1K - $132K
11.2K $1.05M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.91K
+ 52.35%
$49.48 - $61.22 $193K - $239K
11.4K $692K
ACWI
Ishares Msci Acwi ETF

ETFs
20
+ 0.09%
$103.59 - $128.6 $2.07K - $2.57K
21.1K $2.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
65
+ 0.17%
$39.89 - $49.46 $2.59K - $3.21K
39.1K $1.94M
CRM
Salesforce, Inc.

Technology
526
+ 30.23%
$236.26 - $291.15 $124K - $153K
2.27K $617K
V
Visa Inc.

Financial Services
170
+ 1.31%
$308.27 - $373.31 $52.4K - $63.5K
13.1K $4.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
500
+ 4.17%
$62.73 - $78.42 $31.4K - $39.2K
12.5K $968K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.43K
+ 3.19%
$30.29 - $30.83 $104K - $106K
111K $3.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
916
+ 4.45%
$96.84 - $99.46 $88.7K - $91.1K
21.5K $2.13M
TJX
Tjx Companies Inc

Consumer Cyclical
240
+ 1.7%
$119.13 - $135.03 $28.6K - $32.4K
14.4K $1.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
485
+ 1.62%
$49.57 - $50.27 $24K - $24.4K
30.3K $1.53M
WM
Waste Management Inc

Industrials
216
+ 1.77%
$216.47 - $242.1 $46.8K - $52.3K
12.4K $2.84M
SHEL
Shell PLC

Energy
490
+ 5.69%
$59.75 - $73.05 $29.3K - $35.8K
9.1K $640K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9
+ 0.05%
$77.74 - $78.78 $700 - $709
18K $1.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
91
+ 0.75%
$63.54 - $68.5 $5.78K - $6.23K
12.3K $827K
Blackrock Inc
180
+ 13.15%
N/A
1.55K $0
Fidelity Wise Origin Bitcoin
680
+ 5.4%
N/A
13.3K $0
Grayscale Bitcoin Mini Tr Et
2.82K
+ 8.85%
N/A
34.7K $0
Grayscale Ethereum Mini Tr E
2.35K
+ 5.83%
N/A
42.7K $0
UNP
Union Pacific Corp

Industrials
40
+ 0.84%
$208.27 - $238.46 $8.33K - $9.54K
4.8K $1.1M
PFE
Pfizer Inc

Healthcare
308
+ 1.02%
$21.59 - $24.84 $6.65K - $7.65K
30.4K $737K
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.21K
+ 8.2%
$26.61 - $29.9 $112K - $126K
55.5K $1.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.63K
+ 1400.0%
$87.84 - $1441.89 $407K - $6.68M
4.97K $447K
ACN
Accenture PLC

Technology
92
+ 1.52%
$279.23 - $323.21 $25.7K - $29.7K
6.15K $1.84M
LLY
Eli Lilly & CO

Healthcare
35
+ 0.86%
$713.71 - $898.95 $25K - $31.5K
4.11K $3.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
110
+ 2.21%
$390.26 - $489.06 $42.9K - $53.8K
5.09K $2.06M
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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